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Active investing

This Month

US markets have been on a tear for the past two years.

Veteran financial crash survivor warns of 2025 Wall Street bubble

After successfully navigating some of the worst collapses in financial markets history, Perth’s Willy Packer says US shares are flashing red.

  • Joshua Peach

December 2024

Fund managers said their allocation to US equities surged 24 percentage points month-over-month to a net 36 per cent overweight, the highest on record.

Global fund managers are ‘super bullish’ on US equities

“Long magnificent seven”, which is long-term investment in US mega-cap tech stocks, has held the top spot for the most crowded trade for 21 consecutive months.

  • Timothy Moore
James Tsinidis of Munro Partners.

Top fundies name their stock picks for 2025

From weapons makers to eye drugs and even Qantas, these are the investment opportunities fundies are watching closely in the new year.

  • Lucy Dean

November 2024

Fund managers are looking long-term as they contemplate another tricky year.

Why stock pickers are worth saving in a world gone passive and private

Active management is supposed to be about allocating capital in the best way for the long term. But fundies have found themselves in a short-term pain cycle.

  • James Thomson
Lithium carbonate prices have dived 86 per cent from the record $US78,200 a tonne reached in 2022, according to S&P Global Commodity Insights.

MinRes named the best stock to ride 2025 lithium bull run

Morningstar says now is the time to pile back into these shares before prices of the battery material go on a tear next year.

  • Alex Gluyas
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Richard Coppleson of Bell Potter Securities in Sydney.

The world according to Coppo and why he thinks MinRes is a ‘screamer’

The sharemarket veteran talks the best and worst calls of his career, what he’s been buying and selling, and where to next for the ASX mining giants.

  • Updated
  • Sarah Jones
Regal co-founds Phil King says the ‘passive bubble has popped’ and is betting on a rebound in small caps.

Is an ASX small-cap bull run upon us? Phil King thinks so

The Regal Partners CIO is one of several fund managers betting the “passive bubble” driving large-cap shares higher this year may finally have popped.

  • Joshua Peach

October 2024

Chris Kourtis, portfolio manager at Ellerston Capital, is on a hot streak.

Chris Kourtis is on a winning streak. Here’s his next ASX pick

The renowned value investor is preparing his stock selection for the Sohn Hearts & Minds Conference. It’s not Star Entertainment.

  • Joshua Peach
Prime Value’s Leanne Pan.

Here’s one ‘interesting’ property stock flying under the radar

Prime Value’s Leanne Pan talks real estate, Telstra, and names one ASX-listed retailer that could surprise on the dividend front.

  • Joanne Tran
Passive investing can carry unintended consequences, making it a balancing act for investors.

Is passive investing a safe bet or a double-edged sword?

While typically considered benign, passive index investing can come with unintended consequences.

  • Todd Hoare

September 2024

Northcape Capital’s Fleur Wright is speaking at the Sohn Hearts & Mind Conference in Adelaide this year.

Missed out on Nvidia and Ozempic? This fundie says it’s never too late

Northcape Capital’s Fleur Wright may have missed out in the early AI and GLP-1 investor frenzy, but she made other good calls that were perfectly timed.

  • Sarah Jones
Morrison Securities handles $30 billion of trading volumes a year.

Worried about another sell-off? Time to reframe how you view risk

Conventional wisdom teaches us that greater risk can lead to greater returns, but the concept of risk itself remains poorly understood by most.

  • Arian Neiron

Here’s a stock that’s doubled in value and has further to run

Tura Capital’s Oliver Attwater says there are huge returns to be made in global small and mid-cap stocks – if you know where to look. Like in appliances and commercial kitchens.

  • Sarah Jones
Going it alone: Profeta’s Garry Laurence, Glenmore’s Robert Gregory, and Ziller’s Joseph Ziller

When bigger is not better: meet the fundies going it alone

As the investment giants grapple with rising costs and dwindling assets, there’s a band of ultra boutique firms that have sprung up and are making waves.

  • Joanne Tran

August 2024

Nick Griffin of Munro Partners.

These early Nvidia backers are offloading their shares – for now

Some early Australian investors of the AI darling were positioned for a sharp sell-off in the shares this week, including Munro Partners, but a re-acceleration in the chipmaker’s earnings is also in their sights.

  • Alex Gluyas
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Canopy Investors’ Kris Webster.

Why this beaten up beauty stock could pay off handsomely

Ex-Magellan stock-picker Kris Webster explains why he’s betting on a rebound in the US beauty industry and a stock that has slumped more than 30 per cent since March.

  • Joanne Tran
Commodity prices put the brakes on markets.

Two wrong calls: Why fundies couldn’t beat the market in FY24

There were two key calls to make in FY24 if you wanted to at least keep up with the ASX 200. Get one of those trades wrong and that’s your year’s performance gone.

  • Updated
  • Jun Bei Liu
Matthew Fist is portfolio manager of Firetrail Australian Small Companies Fund from Melbourne.

Two hot stock picks flying under the radar of most investors

Firetrail’s small-cap manager Matthew Fist explains why one business is set to triple in size, and reveals another with a “mouth-watering” dividend yield.

  • Joanne Tran
The Australian sharemarket resumed its decline on Thursday.

Brokers reveal ‘bargain’ stock picks after ASX meltdown

Analysts are hunting among the rubble of this week’s sharemarket crash, which they say has created an opportunity to snap up some growth and cyclical stocks at bargain prices.

  • Alex Gluyas
Investors expect volatility from the sharemarket rout to continue in the near term.

Investors warn global rout may have not gone ‘far enough’

Goldman Sachs, JPMorgan Asset Management and Capitol Group warn that volatility in the market is likely to persist after Monday’s brutal sell-off.

  • Joanne Tran

Original URL: https://www.afr.com/topic/active-investing-1n5t